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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
MA
1376
Montag & Associates
Georgia
$119K +$19.8K +229 +17%
GIA
1377
GHP Investment Advisors
Colorado
$119K -$39.7K -460 -22%
FHA
1378
First Horizon Advisors
Tennessee
$118K -$16.3K -189 -11%
CFD
1379
Creative Financial Designs
Indiana
$115K -$5.53K -64 -4%
VWM
1380
Valley Wealth Managers
New Jersey
$111K -$21.6K -250 -14%
WPA
1381
West Paces Advisors
Georgia
$111K
TF
1382
Tompkins Financial
New York
$111K -$64.8K -750 -33%
JWA
1383
JFS Wealth Advisors
Pennsylvania
$111K -$650K -7,526 -83%
MWC
1384
MBM Wealth Consultants
Missouri
$107K
CAM
1385
Close Asset Management
United Kingdom
$105K +$72.5K +840 +146%
FPFS
1386
First Personal Financial Services
North Carolina
$104K -$6.82K -79 -5%
PCM
1387
Penserra Capital Management
California
$102K +$120K +1,390 New
LF
1388
Lee Financial
Texas
$100K -$950 -11 -0.8%
CWC
1389
Carolinas Wealth Consulting
North Carolina
$99.8K -$6.82K -79 -6%
Belvedere Trading
1390
Belvedere Trading
Illinois
$98.2K +$114K +1,324 New
Loomis, Sayles & Company
1391
Loomis, Sayles & Company
Massachusetts
$98K -$102K -1,184 -47%
DAM
1392
Delta Asset Management
Tennessee
$95.5K +$111K +1,287 New
RDFA
1393
Ritter Daniher Financial Advisory
Ohio
$93.6K -$52.4K -607 -32%
YDMI
1394
Y.D. More Investments
Israel
$90.4K +$104K +1,209 New
FA
1395
Fortis Advisors
Pennsylvania
$89K
ME
1396
McIlrath & Eck
Washington
$85.5K -$11.6K -134 -10%
CFFP
1397
Center for Financial Planning
Michigan
$85.3K
BC
1398
Barrett & Company
Rhode Island
$84.8K
GFPC
1399
Global Financial Private Client
Florida
$84.7K
Credit Agricole
1400
Credit Agricole
France
$81.5K -$587K -6,793 -86%